Market Perspective
Despite geopolitical tensions and shifting expectations of interest rate cuts, financial markets have been remarkably resilient. In this Market Perspective, we discuss the 'higher for longer' monetary policy and assess the importance of mounting US government debt.
Strategy Blog
The events of the last couple of years have dramatically increased the geopolitical temperature, shifting the political discourse in favour of security. In this blog we examine the evolving nature of defence and military equipment, and what it could mean for investors.
Perspectives podcast
The Swiss National Bank's decision to reduce interest rates came as a surprise to the market. Join our Global Investment Strategists to decode central banks' moves, unravel oil market dynamics, and track gold and bitcoin prices.
Strategy Blog
Earnings growth is rising in the United States, suggesting the market could have passed a turning point. Ahead of the release of first quarter earnings figures, we consider what this means for investors and examine how earnings expectations can be fallible.
Insights
La renta variable mundial mantuvo su tendencia al alza, al subir un 3,1% en marzo (en dólares estadounidenses). Por su parte, la deuda pública se incrementó también en un 0,7% (en USD, con cobertura).
Investment Views
The Next Generation represents a dynamic force, especially in the realm of philanthropy, where innovative approaches are essential for driving positive transformations. Find out what is next for philanthropy.
Private markets
Today, private debt has become a must-have alternative to bank loans for intermediate-size companies, and especially those interested in consolidating their market position and needing to use their cash to fund acquisitions.
Thematic Insights
Every day, fresh ransomware assaults make headlines. The average nine-month timeframe to detect security incidents underscores the critical need for swift action to prevent or mitigate damages.
Insights
La renta variable mundial subió en febrero un 4,3% (en dólares estadounidenses), mientras que la deuda pública volvió a caer, un 0,5% (en dólares estadounidenses, con divisa cubierta).
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